Purchases and Sales Made in Q1 2025 in Ishares Tr Ishares Core Msci P (IPAC)
This table provides information about the institutional ownership of Ishares Tr Ishares Core Msci P (IPAC) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ISHARES CORE MSCI P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
16+ 0.11% |
$954 - $1.03K
|
14.7K
$992K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$835 - $901
|
14
$945
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$596 - $644
|
10
$675
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 32.26% |
$596 - $644
|
41
$2.77K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$59.6 - $64.4
|
9.2K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7- 0.07% |
$417 - $451
|
9.56K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.74% |
$1.19K - $1.29K
|
2.69K
$182K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32- 0.59% |
$1.91K - $2.06K
|
5.41K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-40- 0.05% |
$2.39K - $2.57K
|
80K
$5.4M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-44- 0.36% |
$2.62K - $2.83K
|
12.3K
$831K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49- 0.89% |
$2.92K - $3.15K
|
5.46K
$368K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 25.31% |
$3.64K - $3.93K
|
180
$12.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-62- 5.25% |
$3.7K - $3.99K
|
1.12K
$75.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-124- 3.3% |
$7.39K - $7.98K
|
3.63K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-132- 3.88% |
$7.87K - $8.5K
|
3.27K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-140- 0.1% |
$8.35K - $9.01K
|
140K
$9.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-227- 3.66% |
$13.5K - $14.6K
|
5.98K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-229- 13.03% |
$13.7K - $14.7K
|
1.53K
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-240- 1.35% |
$14.3K - $15.4K
|
17.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-293- 25.52% |
$17.5K - $18.9K
|
855
$57.7K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-624- 1.95% |
$37.2K - $40.2K
|
31.4K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-635- 11.84% |
$37.9K - $40.9K
|
4.73K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-755- 1.61% |
$45K - $48.6K
|
46.1K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-757- 13.26% |
$45.1K - $48.7K
|
4.95K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-793- 3.22% |
$47.3K - $51K
|
23.8K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-924- 4.4% |
$55.1K - $59.5K
|
20.1K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-998- 9.6% |
$59.5K - $64.2K
|
9.4K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.14K- 3.17% |
$68.2K - $73.6K
|
35K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.16K- 5.1% |
$69.2K - $74.7K
|
21.6K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.38K- 0.02% |
$82.3K - $88.8K
|
7.24M
$489M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.84K- 21.5% |
$110K - $119K
|
6.73K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36KClosed |
$140K - $152K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.37K- 3.64% |
$201K - $217K
|
89.2K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.85K- 3.2% |
$230K - $248K
|
117K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 5.67% |
$261K - $281K
|
72.7K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.41K- 11.94% |
$263K - $284K
|
32.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 50.0% |
$317K - $342K
|
5.31K
$358K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.31K- 9.31% |
$317K - $342K
|
51.8K
$3.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.45K- 4.35% |
$385K - $415K
|
142K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.54K- 5.23% |
$450K - $485K
|
137K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.67K- 1.58% |
$517K - $558K
|
538K
$36.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.31K- 1.53% |
$555K - $599K
|
600K
$40.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-13.2K- 81.13% |
$785K - $847K
|
3.06K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-15K- 22.58% |
$894K - $965K
|
51.4K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 1.88% |
$1M - $1.08M
|
879K
$59.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-28.7K- 96.51% |
$1.71M - $1.85M
|
1.04K
$70K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.4K- 3.02% |
$2.05M - $2.21M
|
1.11M
$74.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.7K- 61.35% |
$2.13M - $2.3M
|
22.5K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.3K- 7.52% |
$2.17M - $2.34M
|
447K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.7K- 7.74% |
$3.2M - $3.46M
|
640K
$43.2M
|